HFS

Hantz Financial Services Portfolio holdings

AUM $6.18B
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.9B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Sells

1 +$9.56M
2 +$7.01M
3 +$6.35M
4
ETSY icon
Etsy
ETSY
+$6.04M
5
BURL icon
Burlington
BURL
+$5.11M

Sector Composition

1 Technology 19.27%
2 Healthcare 12.15%
3 Financials 11.77%
4 Consumer Discretionary 8.97%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
-50
1027
-336
1028
$0 ﹤0.01%
+3
1029
$0 ﹤0.01%
15
1030
-431
1031
$0 ﹤0.01%
18
1032
$0 ﹤0.01%
29
1033
$0 ﹤0.01%
2
1034
-54
1035
$0 ﹤0.01%
1
1036
0
1037
$0 ﹤0.01%
9
1038
$0 ﹤0.01%
200
1039
$0 ﹤0.01%
50
1040
0
1041
$0 ﹤0.01%
130
1042
$0 ﹤0.01%
2
1043
-1
1044
$0 ﹤0.01%
16
1045
$0 ﹤0.01%
39
-9,485
1046
0
1047
-35
1048
-13
1049
$0 ﹤0.01%
1,000
1050
$0 ﹤0.01%
13